New Study Examines Fixed Indexed Annuity Contract Owner Behavior
A new study finds that in 2019 and 2020 owners of a fixed indexed annuity (FIA) with a guaranteed lifetime withdrawal benefit (GLWB) were less likely to surrender their contracts than those without
A Case for Distressed Hedge Fund Strategies and How to Enhance Returns
Distressed investing is often characterized as a cyclical strategy dependent on macroeconomic factors that focuses primarily on the undervalued distressed debt of struggling companies that may requ
ESOPs: A Safe Harbor Amidst the Silver Tsunami
The United States is getting older. By 2035, 76 million Americans will be aged 65 or above. That’s up from 58 million in 2022.
How confident are you that you’ll be able to retire
More Americans are retiring earlier than previous generations. According to a survey by the Federal Reserve Bank, their odds of retiring before age 62 rose to roughly 50% in July 2021, partly due t
Fixed Annuity Sales Double in First Quarter 2023, Driving Record Sales for the Fourth Consecutive Quarter
Total fixed annuity sales increased 101% to $70.9 billion in the first quarter 2023, compared with prior year results. Every major fixed annuity product line experienced at least double-digit growt
New Study Shows Interest in Life Insurance at All-Time High in 2023
While two-thirds of Americans report their lives have largely returned to normal following the COVID-19 pandemic, the 2023 Insurance Barometer Study shows a record-high proportion of consumers (39%
First Quarter Market Observations
An eventful first quarter wrapped up last week. In today’s blog, we make seven market observations from first quarter performance and share our thoughts on what these performance trends could mea
The 21st Century Accountant
You get your financial reports from your accountant. You ask him what they mean and they use a
The Role of API Testing in Quality Assurance
In the dynamic landscape of the digital age, where interconnectedness and fluid data exchange ar